HBK Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,621
| Closed | -$245K | – | 1232 |
|
|
2018
Q2 | $245K | Buy |
+6,621
| New | +$245K | ﹤0.01% | 863 |
|
|
2018
Q1 | – | Sell |
-62,479
| Closed | -$1.38M | – | 1121 |
|
|
2017
Q4 | $1.38M | Sell |
62,479
-43,770
| -41% | -$967K | 0.01% | 488 |
|
|
2017
Q3 | $2.69M | Sell |
106,249
-57,454
| -35% | -$1.45M | 0.02% | 330 |
|
|
2017
Q2 | $3.47M | Buy |
163,703
+113,303
| +225% | +$2.4M | 0.02% | 258 |
|
|
2017
Q1 | $872K | Buy |
+50,400
| New | +$872K | 0.01% | 380 |
|
|
2014
Q2 | – | Sell |
-17,357
| Closed | -$342K | – | 1031 |
|
|
2014
Q1 | $342K | Buy |
17,357
+357
| +2% | +$7.03K | 0.01% | 702 |
|
|
2013
Q4 | $496K | Sell |
17,000
-10,300
| -38% | -$301K | 0.01% | 623 |
|
|
2013
Q3 | $627K | Buy |
27,300
+4,000
| +17% | +$91.9K | 0.01% | 539 |
|
|
2013
Q2 | $432K | Buy |
+23,300
| New | +$432K | 0.01% | 573 |
|